- Bank of America (Charlotte, NC)
- Wealth Management Client Service Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Bank of America (Charlotte, NC)
- Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and deepening client relationships through needs-based, high-level client service and through delivery of the...CPA * 5 or more years of sales and client management experience in the Wealth… more
- Bank of America (Charlotte, NC)
- …Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop ... articles and other material on topics impacting the U/HNW client segment, or provide service to clients....Planning + Active Listening + Collaboration + Customer and Client Focus + Pipeline Management + Written… more
- Wells Fargo (Charlotte, NC)
- …for our Wealth Clients. The Residential Real Estate Alliance provides full- service , consistent and high quality underwriting and decisioning support to the WFHL ... underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along with providing...Wealth Banking + Support growth in our target client segments across all products and services in WIM… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... Experience: + Work closely with prospects, clients, and the client service teams to produce key current...client 's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging… more
- Vanguard (Charlotte, NC)
- …assets, you will directly influence the client experience by delivering the Wealth Management mission to: Be a trusted partner to our ultra-clients and ... As the dedicated point of contact to our Wealth Management clients who hold between...a differentiated client -centric offer, a delightful omni-channel client experience, and a focused, digitally enabled service… more
- Huntington National Bank (Charlotte, NC)
- …the community and with external centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong ... Description Summary: The Private Bank Wealth Advisor IV is a primary client...+ Bachelor's Degree + At least 10 years of wealth management /financial advisory/sales/relationship management experience… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Provide trade facilitation service to internal and external clients in a call center environment. ... through electronic order channels to support the firm's risk management system. + Research trade issues and liaison with...(1) year of related order handling experience. + Strong client contact skills, attention to detail and accuracy, ability… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... response to those changes. + Leads all aspects of client service , marketing, and renewal of book...states. + Advanced professional designation highly desirable Department Account Management & Service Required Experience: 7-10 years… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... Client /High Net Worth space + Maximizing growth and client retention through superior customer service +...growth and client retention through superior customer service + Developing accounts and cross selling available products… more
- Truist (Charlotte, NC)
- …problem solving skills * Knowledge of performance technology/consulting. * Knowledge of client service techniques and sales concepts sufficient to drive business ... to deliver advice to clients and prospects driving positive client outcomes, business goals, and enhancing client ...advice and thought leadership in the field and across Wealth . Success is measured against the ability to positively… more
- Truist (Charlotte, NC)
- …client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth...planning 4. Track record of helping to drive new wealth management related revenue. 5. Team-player, as… more
- Truist (Charlotte, NC)
- …for the performance of all teammates (team leads, Center Trust Advisors and Client Service Specialists) in their respective markets. The Fiduciary Director is ... the partnership engagement with a number of areas within Wealth , including but not limited to Wealth ...and performance of Team Leaders, Center Trust Advisors and Client Service Specialists 3. Responsible for the… more
- Charles Schwab (Huntersville, NC)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... practice holistically through client asset consolidation, networking, and earning client ...in additional to furthering your own professional development in Wealth Management . **What's in it for you:**… more
- Truist (Charlotte, NC)
- …Planners, etc.) and outside vendors to render an extraordinarily high level of asset management service to our Wealth Clients. ESSENTIAL DUTIES AND ... Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- Truist (Charlotte, NC)
- …new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with ... Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet...as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... power, utilities and renewable energy landscape. Building on more than 175 years of service , our US Power, Utilities & Renewables practice helps clients with some of… more
- Huntington National Bank (Charlotte, NC)
- …Summary:The Private Bank Area Service Manager, as part of Huntington Bank's Private Client Group, is responsible for management of a Private Bank Service ... + 5 or more years of Private Bank or Wealth experience + 2 or more years management...management experience or minimum + 5 years in service leadership + Demonstrates confidence, assertiveness, professionalism, and ability… more
- Truist (Charlotte, NC)
- …Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service . 3. Develop and maintain a profitable level of ... investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen ...and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong… more